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Concert Wealth Management’s Charles Schwab SCHW Stock Holding History

Concert Wealth Management’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,546
Closed -$260K – 393
2017
Q1 		$260K Buy
6,546
+10
+0.2% +$397 0.06% 387
2016
Q4 		$260K Buy
+6,536
New +$260K 0.06% 387